Wills & Probate Form Help
Understand probate, inheritance and estate administration paperwork with independent, downloadable guides that explain official forms and procedures in plain English.
✓ Downloadable PDF guides
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Making Wills & Probate Paperwork Easier to Understand
Dealing with paperwork after someone has died can be difficult, especially when you are unfamiliar with probate applications, inheritance tax forms and estate administration procedures.
At ITG & Co., we develop independent PDF guides designed to explain official forms and processes in clear, straightforward language, helping you understand what information may be required.
Our guides support your understanding of the paperwork but do not replace the official forms, the instructions issued by the relevant authorities or professional legal and tax advice where needed.
Available Wills & Probate Guides
Browse our available PDF guides below. Select View Guide to learn more before purchasing.
PA1A Probate Quick-Fill Companion
A straightforward, downloadable guide with plain-English instructions, examples and a completion checklist.
£5.99
View Guide →PA1P Probate Guide
A straightforward, downloadable guide with plain-English instructions, examples and a completion checklist.
£6.99
View Guide →New published wills, probate and inheritance guides will appear here automatically.
Common Wills & Probate Forms
These are some of the official procedures and forms commonly encountered when dealing with a deceased person’s estate. Requirements depend on where the person lived and the circumstances of the estate.
Applying for Probate
A probate application may be needed to obtain legal authority to deal with someone’s estate. The process, documents and terminology depend on the relevant jurisdiction.
PA1P – Probate Application Where There Is a Will
Form PA1P is used for certain paper probate applications in England and Wales when the deceased left a will. An online application may be available instead.
PA1A – Probate Application Where There Is No Will
Form PA1A is used for certain paper applications for letters of administration in England and Wales where the deceased did not leave a will.
Inheritance Tax Forms – IHT205 and IHT400
Different inheritance tax reporting requirements can apply to different estates. IHT400 is used for certain estates requiring a full inheritance tax account. The older IHT205 form is not generally used for deaths on or after 1 January 2022.
Registering a Death
Death registration usually involves providing specific personal details and following the procedure in the relevant country. Registration requirements and time limits can differ across the UK.
Tell Us Once – Reporting a Death to Government Services
Tell Us Once allows you to notify multiple government services about a death in one process, where the service is available. You may be given a reference number when registering the death.
How Our Form Guidance Helps
Our downloadable guides explain official procedures and help you organise the information required.
Understand the Forms
Read straightforward explanations of probate terminology, application questions and important stages in the process.
Prepare Estate Information
Organise relevant records, valuations, personal details and supporting documents as required by the official process.
Check Before Submitting
Review applications carefully and check the latest official requirements, supporting documents and applicable fees.
Before Completing a Probate or Inheritance Form
Not every estate requires a probate application. The need for a grant depends on the assets, their ownership and the requirements of the organisations holding them.
England and Wales, Scotland and Northern Ireland have different probate or estate administration procedures. Check which rules apply.
Estate administration often requires information about property, savings, investments, debts and other assets. Follow the official guidance about valuations and reporting.
Some estates require inheritance tax reporting or payment before a grant is issued. Check HMRC requirements and seek specialist advice where necessary.
Important Information
Probate, inheritance tax and estate administration can involve significant legal and financial responsibilities. Procedures differ across the UK and may change over time. Always confirm the applicable requirements with the relevant authority and consider professional advice for complicated estates, disputes or tax matters.